How to find a competitive edge in global equities, November 2021

Bertrand Cliquet, co-manager of Lazard Global Equity Franchise, breaks down the fund’s philosophy for us and tells us what type of companies they look for [0:20], why there are more opportunities in Europe than in the US [2:27], China [4:32] and the funds underweighting to technology [6:00]. Lastly, Bertrand wraps up by revealing his best holding this year [8:00].

Published on 24/11/2021 1:54pm